Private Client Advisor
About this role
About the Role As a Private Client Advisor at Foundation Source, you are a trusted point of contact for private foundations and their advisors—bringing a steady, detail-oriented approach to relationship and account management. This role is ideal for professionals who thrive in structured environments, enjoy problem-solving through deep expertise, and value meaningful, long-term client relationships. You serve as a reliable guide and liaison, helping ensure that each foundation operates smoothly, compliantly, and with purpose. What You'll Do
- Serve as the primary relationship manager for a portfolio of private foundations.
- Respond to client inquiries with care, clarity, and precision across email, phone, and video communications.
- Provide relevant insights and updates to proactively support client success and long-term engagement.
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